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Technical Consultant with expertise and experience in project management and pre- and post-sales software roles.

  • Project Management – Proven record of delivering technical projects on time with strict budgets and limited resources. Recognized for thorough documentation of processes.
  • Communications – Recognized for the ability to communicate verbally and in writing at all levels of the organization.
  • Business – Demonstrated ability to define customer requirements and deliver appropriate technical solution.
  • Domain Expertise - End User Computing (EUC) Compliance and Control, Health Care Insurance, Customer Relationship Management (CRM), Reporting/Analytics, Sales Force Automation (SFA), Marketing Automation (EMM, MRM), Billing (OSS, BSS), Ordering, Price Optimization

Work experience

Mar 2011Present

Senior Solution Consultant

CIMCON Software, LLC

CIMCON’s  suite of products provide the industry’s most comprehensive spreadsheet lifecycle solutions automating discovery, risk assessment, analysis, monitoring, and controls within a risk framework.

Key Achievements

  • Provide End User Computing policies along with best practices for automating adherence to the policies with centralized data and reporting.
  • Technical Sales Manager delivering software demonstrations to clients
  • Product Manager responsible for mapping industry requirements and customer requests to software functionality
  • Responsible for working with partner resellers to provide full enterprise solutions to major clients
  • Part of post-sales implementation and configuration team managing the implementation project from beginning to end
  • Training Manager delivering on-site and web courses to product end-users, business analysts, and technical administrators

Demo Leader


Vendavo develops and deploys price optimization and management solutions that help customers make better data-driven decisions for pricing and sales effectiveness enabling salespeople to negotiate confidently and sell more profitably.

Key Achievements

  • Implemented and enforced formal methodology to improve custom software demonstrations
    • Created and distributed demonstration environment to national sales team
    • Designed request process for Business Consultants to better communicate customization needs to Demo Team
    • Organized team that spans California, Massachusetts, India, and Czech Republic to effectively handle customization workload
    • Implemented management review of customization requests to ensure they meet best practices recommended by Vendavo
    • Created process to review product customizations and move them to the standard demonstration environment and product
    • Created sharable calendar of upcoming customer demonstrations to prioritize work
    • Implemented web application to create and track demo environment issues and enhancement requests as well as post resolutions
  • Part of technical sales team delivering software demonstrations to clients

Manager – Solution Consultant Demo Support

Unica Corporation (now a division of IBM)

Unica is a leading provider of enterprise marketing management software to facilitate marketing campaign creation, project management, event detection, lead management, web analytics, and predictive modeling.

Key Achievements

  • Implemented formal process and organized team of 12 matrix members for creation, documentation, upkeep, and release of a VMWare-based demo environment
  • Project Manager for release of demo environments distributed to Solution Consultants worldwide
    • Installation, configuration, and integration of 9 Unica applications,  3 partner enterprise applications, 10 3rd party supporting applications,  15 additional environment applications
    • Documented demo flows to show functional walk-throughs of products
  • Developed Quality Assurance system to ensure fewer errors in released demo environment
  • Implemented web application to create and track demo environment issues as well as post resolutions
  • Created Demo Portal which customizes demo content and starts applications
  • Increased application performance in demo environment

Manager - Sales Engineering Demo Services Group

Amdocs Limited (formerly Clarify Inc. and a division of Nortel Networks)

Amdocs is a provider of software and services to the communication service industry worldwide which facilitates billing, ordering, mediation, partner settlement, customer relationship management, self service, network management, planning, fulfillment, content revenue management, and product cataloging.

Key Achievements

  • Project Manager on releases of software version demo environments to Sales Engineers worldwide
    • Lead team of  7 employees, 3 contractors, 4 partner software teams
    • Installation, configuration, customization, and integration of 23 Amdocs applications,  5 partner enterprise applications, 25 3rd party supporting applications,  17 additional environment applications
    • Documented demo flows to show functional walk-throughs of products
  • As internal liaison, increased communication between Sales Engineer department and other company divisions
  • Provided product feedback and market demands to Product Management, Marketing and Engineering
  • Delivered marketing messaging and product positioning to Sales Engineers
  • Presented internal product demonstrations to Engineering, Product Management, Sales, and Marketing
  • Traveled and demonstrated products to Customers, 3rd Party Partners, Sales and Implementation Partners, and Industry Analysts
  • Bolstered Sales Engineer education via new product training using written solutions, webinars and conferences
  • Awarded for outstanding contribution to the Sales Department in 2000
  • Awarded for outstanding achievement to Sales Engineering in 2005


Milliman (formerly Milliman & Robertson)

Milliman is among the world's largest independent actuarial and consulting firms with practices in employee benefits, healthcare, investment, life insurance, financial services, and property & casualty insurance.

Key Achievements

  • Developed internal tools in Microsoft Access, Excel and Visual Basic for actuarial calculations
    • Developed premiums, capitation rates, and average monthly claims costs for hospitals, HMOs, PPOs and insurance companies; included pricing of indemnity plans, HMO plans, prescription drug riders, mandated benefits and other riders
    • Forecasted healthcare utilization and costs for managed Medicaid, Medicare and prison populations
  • Passed 8 Society of Actuaries Exams
  • Created informational web site for Houston office
  • Set up and administrated Netware LAN, Lotus Notes databases and e-mail for 20 users


Sales Partners

Accenture, Acxiom, addResults, Adept Advisory, BRQ, Deloitte, Epsilon, Ernst&Young, Equifax, Experis, IBM, PWC, Quaero, SIGSA

Solution Partners

Actuate, Alteryx, Antenna Software, Aviva Spectrum, ClickSoftware, Composia, eGlue, eLearning, FirstChoice, GoldCRM,  Innovent Solutions, Instranet, Knova, SalesForce, SAP, VDI, Vertex, WoltersKluwer


Bloor Research, Forester, Inc., Gartner, Inc.

Sales, Training, Implementation

AAA Mid Atlantic, Allianz, Apollo Global Management, Assured Guaranty, Axcelis, Banco Votorantim, BB&T, Best Buy, Bonneville Power Administration, Cardinal Health, CIBC, Chubb, Discover, Fannie Mae, FHLB, Fidelity, GE Capital, HSBC, ING DiBa, Johnson & Johnson, Legal & General, MBIA, NJ Resources, PrePass, RBS, Rogers, Rollins, Safeco, Screen Actors Guild, T. Rowe Price, Talbot Underwriting,  Western Wireless, WillBros, USPS


EUC Compliance and Control, Customer Relationship Management (CRM), Sales Force Automation (SFA), Health Care Insurance, Reporting/Analytics, Marketing Automation (EMM, MRM), Billing (OSS, BSS), Ordering, Price Optimization  
MS Office, VMWare, Windows Networking, ClarifyCRM, Unica, Vendavo, Eclipse, Dreamweaver, Actuate, Crystal Reports, Cognos, SAS, Lotus Notes
Application Servers
BEA Weblogic, IIS, Apache Tomcat
MSSQL Server, Oracle, MySQL, Access
JAVA, JavaScript, Perl, Visual Basic, SQL, XML, ASP, JSP, HTML, CSS


  • Cycling - Category 3 racer
  • Genealogy
  • Home Remodeling
  • Youth Sports
  • Travel
    • Lived in Japan, Philippines, Israel, India, Chile, Virginia, Texas, California, Massachusetts
    • Traveled in Brazil, Egypt, Mexico, Belize, Canada, Pakistan, England, Belgium, Germany, Austria, Italy, Greece, Spain, Luxembourg, France, Jamaica, Puerto Rico, Netherlands,  39 US States



David Kelly

"Eric is an outstanding software consultant.  Eric is exceptional at managing complex software environments and knows how to prioritize work to meet aggressive schedules.  His good humor, calm demeanor, sharp intellect, and persistence at solving complex technical issues makes him sought after by his colleagues.  He is a tenacious trouble shooter who routinely goes out of his way to ensure the success of those around him."

Kevin Case

“Eric is an excellent team player, incredibly bright and his work ethic is solid. In the years I had the pleasure of working with him he was always someone I could rely on when the going got tough. He exhibited excellent leadership capabilities, breaking down challenging projects into key milestones and distributing the work among his team efficiently. Always fun to work with, Eric would be a great asset at any company.”

Andrew Webb

“I saw Eric develop from being a strong individual contributer to a great Manager. Eric is able to keep a cool head under pressure and combines good communication and project management skills when managing multiple time critical projects. He successfully managed a large team to deliver a complex new environment for 50+ SE's on time and also took ownership to plan and co-ordinate a large conference ensuring schedule, content and presenters were all prepared and confirmed in plenty of time. Eric is smart with an incisive wit and would be real asset to any organisation, a strong hands on leader.”